Member Info for Cliostock

To be fair Bel I think it’s fair to say Stuart is ridiculously busy given the commercial strategies he is trying to achieve. It’s why we are all invested here.

But you are totally right regarding attitude towards updating the investors that are taking part in placings to support his top 1% salary. He must know we are suffering here. We deserve to know how things are moving forwards, or if things are not moving forwards, tell us so we can cut our losses and invest elsewhere. The last update was 15th Dec and as it was a full year results update, it was mainly focussed on the last financial year which ended June 22. We need a fair trading update this month telling us where we are now.

We wouldn’t know would we Aquae, because we haven’t heard what is going on.

I think all comments today have come from a logical place on both sides of the coin and I urge you all to look to the middle ground, it’s usually where the truth is found. I do agree that Croda couldn’t start testing the new claims on 20k litres until Sept 22. However, whilst Farris and Belgrano may be making points that are not RNS’d, that certainly doesn’t mean Stuart hasn’t lead them to make the points. Look at the old quote about registrations of interest “growing at an alarming rate”. It now appears to have been exaggerated bluster designed to whip up investor interest. I think it’s all well and good expecting people to take the excuse of the NPF and the distribution deal on the chin, but why should investors believe this? We heard PLENTY about the NPF, how on earth has SA managed to say so much about that without once feeling the need to mention that there was a massive distribution deal in the offing. It doesn’t entirely make sense now does it. However that’s not to say the RNS stuff isn’t true, maybe SA simply forgot to mention the big USA distribution agreements, despite telling us we were going to have our own hub set up out there. On the other hand, SA does come across as someone who takes the governance of his position very seriously, maybe there were NDA’s. I assume the truth falls somewhere in the middle of 1.) SA is completely telling the truth, and 2.) SA got a bit carried away and exaggerated something hoping it would work out, but it didn’t.

So back we are to seeing how things play out. But I think I can see everyone is on the same page regarding having lost faith and trust if nothing meaningful happens soon. And by soon I don’t mean this week, but I also don’t mean waiting until November. We ALL want to believe the events spoon fed to us, but the eskimos won’t believe everything is going to plan for the long term good whilst the ice caps are melting around them.

I understand the doubt that creeps in Farris but Croda wouldn’t spend 3 years and €5m if the technology wasn’t world leading. It’s the commercialisation/sales that is still the unknown. That’s what SA is supposed to be expert at, see what results he shows us over the next month or so.

I think you’re definitely right regarding available stock Elrico. I have supported this share several times with purchases in the same way you have today and the tide can certainly be turned with far less than 100k shares. I won’t be doing it again though until we get some of the news the market so badly needs. Every top up I’ve made has been plundered by silence over the weeks following. We can do nothing but wait, I’m sure SA knows this and is doing all he can to produce something.

Bel, I know we maybe taking a slightly different stance and maybe mine is more patient than yours at this time, but I do agree with everything you have said in your reply. Make no mistake, I’m certainly not expecting to wait anything like a year for the several of the dangling carrots to be reported upon.

Let’s just let things play out in the fullness of time. If Croda are making us wait at least we are more likely to get fuller information rather than half a story which leads to optimistic speculation or sheer disappointment, depending on your outlook. The longer we have to wait the more likely other pillar news is likely to arise and like Belgrano says, we could end up with a blockbuster if the timing falls on our side. The Acne formulation might be completed with trial news, there might be something on Oral care or the inflammation study or any number of other things.

I will insert a caveat though; just because I encourage letting things play out in the fullness of time doesn’t mean I condone Stuart having two weeks in the Bahamas. Amongst Elric’s interviews, the Manchester meet etc Stuart has strongly implied great things are to be achieved and so far the real tangible results amount to Diddly squat for the SP. Doesn’t mean I don’t think things will come through, but I expect the company to keep the gas on, another news year like 2022 would be most unwelcome.

A stock purchase you clearly expect to turn good within days is very much gambling. Most commenters here are long term investors. Buying something you think will rise in price over a period that can be measured in years is the very nature of investing. Of course the risks are higher, the rewards are many multiples of FTSE350 companies, e.g higher.

Yet more about your obsession with Elrico. I know someone already calls you Choleric. I think Troleric also suits.

That’s what I like so much about this company Farris, there are multiple high quality plates spinning. It makes for safety nets. This does present a risk that SA and the team are overstretching themselves and that they maybe would provide shareholders with better value if they concentrated on the most lucrative. However, I do believe that Stuart Ashman is capable of pulling off what he leads us to believe he will. As Toyin says this year is an extremely important year for SA and the company, it will make clear if this business is going to be the diamond in the AIM rough we all thought it was, or if it’s another Optibiotix. I’ve discussed with others how I think if we get Croda news sooner rather than later coupled with either acquisition news, increased Axis sales or a multinational negotiation update, this could rerate. The SP could double or triple and get to the kind of price it’s been before on lesser news, but I’d hold my shares until SA has had a chance to show he can extract the real potential here.

I think the market expected news on Thursday. The share price rise up to Thursday and then dull days Thursday and today support the theory. Pure speculation from investors or a sign that news is near?

Given we have twice witnessed your a**e fall out on a SP decline, sell all your stock and moan about your losses, I’d say you’ve no market experience at all. No offence.

Nice to see it going back up again, but it’s nowhere near where it has the potential to be. My shares are not going anywhere.

Lots of purchases today. Assuming the next news is positive, I’m looking forward to seeing the movements of that day. Croda, Acquisition, improved Axis sales, oral news, Acne news, update on any of the pillar discussions (axis, medi or clean)……..

Good question Bubs, safe to say I’ve never been on a BB that has resorted to discussing the on screen ads before. When I first invested in SBTX there was a pretty consistent 3 monthly trading update.

That’s hilarious Aquae, you get them too then. I’m very glad the worst looking clothing in the world isn’t on advertising targeted at just me. I think we can be sure the shareholders of that company will be more disappointed with sales than we are. For me those ads are a reminder things could be worse!

Oleric
Here we go again indeed!
No, I don’t have any scientific evidence because the company has not completed its study YET. For me, investing is all about seeing something I think will improve in the long term, and as an individual, investing my own money and standing on my decision. Not being a massive bear whilst the sp is falling and then turning into a bull and reinvesting when the sp has risen 4p and then having a moan and a grumble because it went down 1.5% before lunch one day. In the words of mol, JEES!!

Has anyone watched ‘Georgia Toffolo: In Search of Perfect Skin’?

Georgia talks about her acne and the huge impact it has on the lives of her and other young people. It’s not surprising to hear that a lot of the topical products marketed to sufferers do very little to help, but what did surprise me is that dermatologists are prescribing a drug called Roaccutane, which is apparently very effective at clearing up the skin from Acne. The only downside to this drug are the side affects, depression, episodes of psychosis and over 100 known cases of suicide for formerly healthy people. It seems this is the best the medical professionals can offer.

Georgia then goes to a specialist skin clinic to have her skin tested, and what was the cause of the skin condition which has plagued her for years and millions like her? An imbalance in her skin microbiome. She comes up with a statistic that £13 billion per year is spent by people looking to improve the appearance of their skin and in this investigator’s case at least, the microbiome is the ticket. The need for AxisBiotix is there and it is strong, we need to make it easier/more convenient to buy and to consume and let the world know about it, and that is where the multinationals will come in.

Cheers for the reply Bel, what you say makes sense.

Here’s to the good run continuing this week.

Hi Mol,

I wouldn’t think too much into comparing these videos to the salaries of the chief officers. They’re just short online resources with company branding on which may show up in the search results of people searching about the topics. It’s no coincidence that AxisBiotix can help these searchers. The creation of a series of these simple videos is good for online presence over the long term. It’s good. Yes the chiefs are on top salaries but we can’t reasonably expect every single thing the company does to be an absolute firecracker. The videos are just laying foundations. That’s my opinion on it anyway.

Thanks Elrico, that helps a lot.

Can anyone knowledgable about the technicalities of the market tell me why the share price has risen in the last 4 sessions in a row even though on 2 of them there has been more sell volume than buy volume? Also, will the market makers be privy to insider information? Thanks.